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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Cyndeo Wealth Partners
Florida
$99.3K +$89.4K +15,885 New
Independent Advisor Alliance
102
Independent Advisor Alliance
North Carolina
$97.8K +$3.38K +600 +4%
Tidal Investments
103
Tidal Investments
Wisconsin
$97.5K +$12.2K +2,164 +16%
Cresset Asset Management
104
Cresset Asset Management
Illinois
$95.8K -$203 -36 -0.2%
HB Wealth Management
105
HB Wealth Management
Georgia
$95K – – –
United Capital Financial Advisors
106
United Capital Financial Advisors
Texas
$88.1K +$79.4K +14,102 New
RS
107
R Squared
Hong Kong
$80.8K -$45.4K -8,059 -38%
Arkadios Wealth Advisors
108
Arkadios Wealth Advisors
Georgia
$79.3K +$71.4K +12,687 New
Quotient Wealth Partners
109
Quotient Wealth Partners
Texas
$78.7K +$70.8K +12,587 New
Vestmark Advisory Solutions
110
Vestmark Advisory Solutions
Massachusetts
$77.8K +$70K +12,441 New
HSBC Holdings
111
HSBC Holdings
United Kingdom
$77.1K +$69.3K +12,309 New
Gotham Asset Management
112
Gotham Asset Management
New York
$76.2K +$68.6K +12,188 New
AA
113
Aire Advisors
California
$74.3K +$66.9K +11,890 New
VA
114
VestGen Advisors
Illinois
$74.3K +$66.9K +11,886 New
OIS
115
OneAscent Investment Solutions
Alabama
$74K +$66.6K +11,836 New
Blue Trust Inc
116
Blue Trust Inc
Georgia
$72.2K +$65.1K +11,558 New
Victory Capital Management
117
Victory Capital Management
Texas
$69.3K -$32.6K -5,796 -34%
Evergreen Capital Management
118
Evergreen Capital Management
Washington
$67K -$4.5K -800 -7%
Farther Finance Advisors
119
Farther Finance Advisors
California
$64.6K +$40K +7,107 +220%
FIA
120
FNY Investment Advisers
New York
$63K -$901 -160 -2%
Tower Research Capital (TRC)
121
Tower Research Capital (TRC)
New York
$46.9K +$42.3K +7,509 New
Legal & General Group
122
Legal & General Group
United Kingdom
$32K – – –
Allworth Financial
123
Allworth Financial
California
$28.8K +$9.47K +1,682 +58%
Wells Fargo
124
Wells Fargo
California
$26.9K – – –
CIAM
125
Caitong International Asset Management
Hong Kong
$17.7K -$10.8K -1,923 -40%